Effective Records and Information Management
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Effective Records and Information Management Course
Introduction:
Gain an overview on records and information management fundamentals; benchmark your procedures against best practice; gain information management techniques for organizing and finding information; perfect your digitalization and preservation of records and develop a more effective retention schedule.
Through attending this course, delegates will develop actionable strategies for managing digital records. Leave the day with the knowledge to create an information management program and take away practical guidance for the retention and deletion of records.
This course has been specifically designed to provide you with the essential skills to improve the management of your organization’s records.
Course Objectives:
By the end of the Effective Records and Information Management training course, participants will be able to:
- Identify the benefits and risks of information and records management
- Learn what options exist for digitalizing your records and which is best for your organization
- Understand what components make up an effective records management program
- Assess the information and knowledge management strengths and weaknesses of your organization
- Develop tools and processes to determine business requirements for information management
- Identify key information security risks
- Gain techniques to preserve your digital records
- Create the right retention schedule for your organization.
Who Should Attend?
Effective Records and Information Management Course is ideal for:
- Records Managers/Officers or staff
- Anyone staff that works or is associated with the management of records.
- Information Governance Officers or Managers and Data Protection Officers.
Course Outlines:
Information Management Essentials
- Understand what information management is
- Explain to colleagues what benefits and risks are associated with information management
- Learn how information supports compliance with data protection laws.
Knowing What You Have
- Learn about the various methods that information managers use to help organize and retrieve records
- Understand when and how to use classification and filing schemes
- Learn how to develop file naming and version control policies
- Appreciate the relationships between information asset registers, GDPR ‘records of processing’ and other tools
Effective Digitalization of Records
- Learn when – and when not – to consider digitalizing paper records
- Know what options exist and how to choose the right strategy for your organization
- Understand the available scanning techniques
- Learn about the available standards and when it will be appropriate to destroy scanned records
Essentials of Digital Preservation
- Issues with managing digital records
- Learn about email management and its limitations
- Understand the risks to records over time
- Understand what options are available to preserve digital records.
A Guide to Developing a Retention Schedule
- Identify what records should be retained and when they can be destroyed
- Dispose of records securely and correctly
- Ensure that your retention schedule reflects the needs of your organization
- Understand the different kinds of retention schedules and their strengths and weaknesses
- Apply your retention schedule in the most effective way
